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Zoho help needed for mapping CRM territories

By Rich Peterson on April 11, 2021

Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?


Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.

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